Nucleus Financial

Adviser-owned wrap service

Edinburgh-based wrap platform specialist Nucleus Financial was founded in 2006 but now has more than £14.3bn in assets under management (as of 30 June 2018).

Nucleus allows financial advisers to give their clients access to all their financial investments, from ISAs to pensions, in one online account. To date, about 800 advice firms are using its technology.

Nucleus was created by a group of seven adviser firms, and the company remains 52%-owned by financial advisers.

In July 2018, it floated on the AIM for the first time.

Advisory

Nucleus closes head office due to flooding

'Yellow' weather warnings

12 July 2019 •

Platforms

David Ferguson: Five key trends facing the UK platform market in 2019

Who pays for platforms?

16 January 2019 •

Markets

Cost savings, IPOs and senior departures: The key wealth management events of 2018

Which stories dominated the headlines?

07 December 2018 •

Advisory

Revealed: The winners of the Women in Financial Advice Awards 2018

Tilney scoops two awards

11 October 2018 •

Platforms

Nucleus set to float on AIM later this month

'£150m valuation’

02 July 2018 •

Advisory

Nucleus set to float on AIM - reports

‘£150m valuation’

29 June 2018 •

Platforms

Why the sudden craze for platform floats?

AJ Bell and Embark latest to confirm IPO plans

12 March 2018 •

Wealth Management

Nucleus plans Q2 float - reports; Transact lists on LSE

AUM of £13bn

02 March 2018 •

Platforms

Why fund groups need a 'Netflix approach' to data

Helped by platforms

03 November 2017 •

Platforms

Standard Life and Seven IM multiple winners at UK Platform Awards

Nucleus again Platform of the Year

27 September 2017 •